Quick Tips: Automate Workflow with AI Rule Conditions [Video]
June 30, 2026
Using AI directly in Rule Conditions allows workflows to make intelligent decisions automatically, without requiring users
Using AI directly in Rule Conditions allows workflows to make intelligent decisions automatically, without requiring users
AI Prompt Operations in Ruly make it possible to add intelligent assistance directly to long text
The new AI setting for editable emails in Ruly helps users create high-quality emails faster and
AI Prompt operations in Ruly make it easy to turn unstructured business data into valuable and
AI Prompt Operations in Ruly make it easy to automate document analysis and decision-making processes using
Integrating Ruly with Zapier makes it easy to automate workflows between your business applications while maintaining
Field Calculations and Mapping Calculations in Ruly both help automate data processing, but they serve different
Polling from an API in Ruly allows you to automatically fetch new or updated records from
Polling Rules in Ruly can be used to process data (from internal or external DB tables)
Creating an Emails Pending Action view is an effective way to track emails that contain operation
The JSON field type in Ruly provides a flexible way to work with structured data, especially
Promoting app changes between separate QA and Production environments allows you to maintain stability while building
Alerts and Tasks in Ruly provide a flexible way to communicate with users and guide their
Displaying dashboard views as tabs creates a more intuitive and efficient way for users to navigate
Ruly’s Comments module can be used to power a customer support system that centralizes communication, and
A Contact Support module provides a structured and user-friendly way for users to report issues, share
Ruly’s built-in Requirements module helps to organize and manage the features, rules, and tasks needed to
Adding custom domains to Ruly allows you to create fully branded, multi-tenant SaaS environments where different
Adding sublists directly into form sections provides more flexibility and control over how related records are
Styling forms with HTML5 is a simple way to create a cleaner, more professional user experience
Linked table fields in Ruly make it easy to connect data across models. By configuring the
Scheduled Rules in Ruly make it easy to automate recurring tasks and ensure important processes happen
Visibility Rules in Ruly allow admins to dynamically control the sidebar and profile menu items based
In Ruly, there is now an option to add buttons directly to dashboard indicators. Instead of
The new Yes/No field type in Ruly provides a clean, built-in way to capture boolean decisions
On Ruly, users can create fully customizable HTML buttons that execute operations with a single click.
Displaying Form tabs in the side-bar menu in Ruly helps keep complex forms clean and easy
Installing Ruly as a Progressive Web App (PWA) provides users with a streamlined, app-like experience on
Ruly lets you take simple text columns from an External Database and supports converting them into advanced
Audit Logs in Ruly give users a complete, searchable history of every change made to data,
Ruly’s new IMAP integration makes it easy to connect an external email inbox and view messages
Highlight Rules in Ruly allow users to color dashboard indicators based on specific conditions, making it
Carousel edit mode on dashboards in Ruly lets users navigate through individual records within a dashboard
Ruly now let’s end-users personalize their Kanban views through adding, removing, and rearranging columns. This provides
Last week we covered multi-tenant security setup. This week we’ll review an example on how to
Multi-tenant applications let multiple clients or organizations use the same software while keeping their data separate
Tabs on cards in Ruly let you organize multiple views into a single, compact layout. By
Virtual Models in Ruly are temporary forms that aren’t tied to any data tables. Instead of
Color fields in Ruly allow you to visually organize data by assigning colors to records. They
The Profile Menu in Ruly provides quick access to account-related options such as profile details, impersonation,
Trace Log for Display Rules is a powerful tool in Ruly that helps troubleshoot why rules
Ruly allows you to connect tables using automatic links or by configuring your own with the
In Ruly, API operations can be used to send and receive files directly from forms. Files
Form section settings in Ruly give you full control over how information is organized and displayed
In Ruly, end-users can personalize their experience by customizing views to fit their needs. Views can
Fast filters in Ruly allow users to quickly switch between different list views with just a
Menu security in Ruly controls what users see in their navigation menu based on their assigned
Ruly allows admins (and optionally non-admins) to impersonate users for troubleshooting and support. When impersonating a
Using Autocomplete on Ruly forms allows users to quickly fill in address fields using saved information
Display calculations in Ruly allow users to perform real-time updates to fields based on user input.
Ruly makes it easy to connect to external SQL Server databases and instantly generate a working
With Ruly, it’s easy to add intelligent chatbots to your applications by connecting to the Flowise
Dial indicators are a visual tool used to display a single key metric within a circular,
Global Filters provide a centralized way for users to filter data across an entire application. Once
Securely connect to the Ruly API using OAuth2. Watch the video clip below for a step-by-step
Ruly enables users to build custom OAuth providers to authenticate and connect with any external API
With Ruly, users can schedule, test, edit, customize, and send emails. Create custom emails using merge
In Ruly, you can easily setup webhooks that will receive events in form of API calls,
Dashboard filters can be used to filter the dashboard based on specific data. The dashboard cards
Ruly’s API can be accessed from external systems to perform CRUD operations. All the data from
Ruly can create records using pre-configured templates and merge fields. The templates are “blue prints” for
Build, test and validate API calls all in on place with Ruly. Use the API test button to
With Ruly, it’s easy to import and export data. When importing, Ruly finds and matches unique
The Trace Log feature for Display Rules is used for troubleshooting and debugging display rules. It
Stepper forms let you break up sections of a long form into seperate steps creating a more
With Ruly’s new email tracking feature, users can now view if an email was opened by
Use the Drawing Field Type on Ruly to draw on top of any image. You can
On Ruly, users can create help documentation for their own applications. The documentation nodes can be
Use Ruly’s Calendar feature to create calendars from your data. Conditionally color entries based on data
Ruly’s translation feature lets you translate your applications into any language. One application works for all
Use Timeline View in Ruly to visualize records chronologically, in a conversation-like format. This type of
In this video we take over from Part 1 where we created the newsletter template layout
Using Ruly’s email template feature you can build professionally designed emails that include formatted text, graphics,
The grouping feature on lists makes it easy to create counts and sum field values by
Setting up security in Ruly can be as simple as granting an App to a user’s
Configure email notifications to send whenever you want. They can be set to run either before
Use the new Split Screen view to combine lists together with any other view. The two screens are synced,
Push application data into any fillable PDF Form using Ruly’s PDF mapping feature. The process can
Change sidebar menus to display as Tiles by just switching on a toggle. Multiple tile levels are supported
Create tasks and assign them to users automatically using Rules. Tasks appear as To Do items
Build Maps into your applications using the new Map View and the Coordinate field type. Use
Make printed output pretty using the built in Print button. It removes everything you don’t want, like menus
Create cross tab tables from any View in Ruly using the Grouping feature. Group by any
Tree tables are used to represent hierarchical relationships where there are multiple levels. Each record in the tree
Create applications in Ruly from database designs. Ruly uses the relationships between tables to help build
Gantt Charts are a great way to visualize project timelines and schedules. With Ruly, dymanically reposition
Create interactive dashboards from your data using the charting and indicator controls built into Ruly. Drill
Ruly applications can be exported as JSON files. They include everything needed to re-create your applications
Ruly comes with a built-in QR Code scanning feature that can be added to applications as easy as
Ruly comes with everything you need to create contacts using the Google People API, with a pre-configured
Kanban Views are typically made to pivot around a Status or picklist field. Each column in
Format cells or entire rows in tables using Highlight Rules that dynamically change colors based on
The Global Search feature works automatically on any list or dashboard to filter the results without
When you need to collect information from external users that do not have logins, then a
Use Questionnaires to gather information from users. They are built in the same way as any
You now have much greater control in Ruly to format screens exactly how you want. Use
Stepper Forms break up data entry screens into several individual steps. Users progress through screens by
Kanbans are a great way to visualize any type of multi-step process. Each column in the
Easily collect e-signatures from users with Ruly’s new built-in signing feature. Users can either type or
Spruce up list views by adding subheaders that put breaks whenever a field value changes. Add subtotals and averages to these lists
If you need to merge data from multiple tables into a single view then UNION queries
In this quick tutorial, Nic will guide you through the process of filtering one Picklist based
In this quick video tutorial, Nic will guide you through the process of using Chips Fields
Learn how to Inline Edit records on Lists with this quick video tutorial. Follow along as
In this quick video tutorial, Nic will guide you through the process of creating Inline Buttons
See how to build a nocode SMS application by using a Ruly Webhook with Twilio
In this quick video tutorial, Nic will show you how to clone new records with buttons
In this quick video tutorial, Nic will walk you through the simple steps of creating Dynamic
In this quick video tutorial, discover how users can troubleshoot Rules, Operations, and logic using the
Welcome to this step-by-step video tutorial on how to kickstart your journey with Ruly! In this
Welcome to this step-by-step tutorial on how to create and use Picklists and Avatars in Ruly!
In this step-by-step tutorial, we demonstrate how to create and use Linked Tables in Ruly. We
In this video, we continue building our Expenses Application example and learn the basics of using
In this tutorial, we delve into the intricacies of optimizing advanced list view options within the
Buttons are simple yet powerful elements that can be linked to operations, triggering a chain of
In this video, we cover Chips Fields and dive into the realm of one-to-many relationships in
In this video, we’ll delve into forms, focusing on data entry and the art of editing
Kanban views are a powerful project management tool that efficiently navigates processes with multiple stages. In
In this video tutorial, we demonstrate how to convert any List View into either a dynamic
In this tutorial, we’ll walk you through the process of creating a tile view using any
In this video, we demonstrate step-by-step how to create visually appealing charts, including Bar, Line, and Pie,
In this in-depth tutorial we will guide you step-by-step on creating and using Dashboards as the
In this first video learn the basics of leveraging rules and operations within Ruly to create robust
In this second part, we delve deeper into business rules and operations, empowering users to optimize
In this video, we demonstrate how to use menu management and application deployment within Ruly. With